Bloomberg Essentials

Overview

Bloomberg Essentials Course Overview

This course teaches the essential functions of Bloomberg Terminal. Important functions related to economics, company overviews, company analysis, research, estimates, comparative analysis, and graphing will be covered, in addition to some other interesting functions.

Bloomberg Essentials Learning Objectives

By the end of this course, you will be able to:

Navigate through various economic screens for economic data, statistics and forecasts
Identify key functions related to a company overview
Analyze a company through financial information and its capital structure
View earnings estimates, analyst recommendations, and equity research
Compare securities using financials and other metrics
Learn how to build a graph or chart on Bloomberg Terminal
Understand additional functions related to leisure

Bloomberg Essentials Is a Prep Course of CFI’s CMSA® Program

CFI’s Capital Markets & Securities Analysis (CMSA)® program covers all the basic, intermediate, and advanced topics about sales and trading, investment banking, and asset management. This program teaches you trading strategies used in the finance and capital markets industry. It is ideal for students who want to learn how to trade different asset classes. The program is completely online so you can take it at your own pace, from anywhere in the world.

Common career paths for students who take the CMSA® are Sales & Trading, Asset Management, Wealth Management, Treasury, Risk Management, and other capital markets careers.

Who Should Take This CMSA® Course?

This Bloomberg Essentials course is perfect for students interested in advancing their Bloomberg Terminal knowledge. Knowing how to use Bloomberg Terminal is critical for a career in investment banking, sales and trading, and other careers within the capital markets.

What You'll Learn

Lesson

Multimedia

Exams

Files

Introduction

Download Course Outline

Economics

ECO – Economic Calendar

ECST – Economic Statistics

ECFC – Economic Forecasts

Knowledge Check 1

Company Overview

DES – Security Description

ISSD – Issuer Descriptions

CN – Company news, CF – Company Filings, EVTS – Events Calendar

OWN – Ownership Summary, MGMT – Executives & Board Directors

Knowledge Check 2

Company Analysis

FA – Financial Analysis

CAST – Company Capital Structure

WACC & BETA Functions

Knowledge Check 3

Research & Estimates

EE – Earnings Estimates, ERN – Earnings Summary

ANR – Analyst Recommendations

BRC – Bloomberg Research Portal

Knowledge Check 4

Comparative Analysis

COMP – Comparative Total Return

RV – Relative Valuation

Knowledge Check 5

Graphing & Charts

GP & GPO – Graphing Functions, HP – Historical Price Data

Additional Functions

DINE – Restaurant Listings

POSH – Marketplace

MVP – Most Viewed People

Interactive Exercise

Qualified Assessment

Share Your Feedback

Course Completion

Bloomberg Essentials

Free Enroll For Free

Approx 1.5 hrs to complete

Upgrade

From $847.00

Full Immersion Capital Markets & Securities Analyst (CMSA)®

Buy Now

From $497.00

Self-Study Capital Markets & Securities Analyst (CMSA)®

Buy Now

Path to Certification

Prep Courses

courses from beginner to intermediate level.

01Optional

Core Courses

6 courses from beginner to intermediate level.

02Required

Elective Courses

8 courses in advanced and intermediate levels.

03Required

Get Certified

Submit your CMSA® checklist and order your certificate.

04Required

Join Our Community

Get access to the Global Corporate Finance Society.

05Optional

How the Certification Works

Capital Markets & Securities Analyst (CMSA)® courses are offered 100% online, allowing you the flexibility to start the Capital Markets & Securities Analyst (CMSA)® program anytime and learn when it’s most convenient for you.

Students must complete all core and 7 elective courses (13 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.

Within 48 hours of program completion, your Blockchain Verified (CMSA)® Certification will be emailed to you.

What Our Students Say

Priyanshi Shah

instructor has delivered his content aptly and is easy to understand too

Lu'lu'a Ibrahim

I recommend this course especially for beginner

CA Rohit Khandelwal

By taking this course, I got to know about the bloomberg terminal and it's an awesome tool which saves our lot of times for analysis of any company

Shanthala Shenoi

The course is extremely well planned and the visual presentations help you retain the functions and their use. It delivers to the point and can be used as a starter's guide to Bloomberg functions.

Andrii Vasylchenko

The "Bloomberg Essentials" course was very informative and easy in understanding. I've never faced up with Bloomberg platform before, but the lecturer helped me to understand it and the whole process of learning was very interesting. Also, I enjoyed how the lecturer mentioned 3 last functions, that are not directly related to economics. Besides that, I like CFI's way of delivering materials. What I mean is that the lecturer explains the material in simple words and makes it easy to understand and then goes into more details, and it doesn't seem difficult to understand the subject which was totally new for me.

Prajoth Kundaran

Took Bloomberg Essential to refresh my Basic Knowledge and it was helpful to regain my basic knowledge.

Wilford Akwasi Asare Adjei

Awesome

Samet Dundar

Brilliant, quick, comprehensive. These 3 words will make you happy :)

Pedro Filipe

good 5 stars

Trung Nguyen The

It is very useful for beginners in financial world. And it is even free!

Erdal Işıkdemir

excellent

AARSHA SANTHOSH

Very informative

Grace Mary Mathew

Very good

Gokul Agarwal

this course was interesting and engaging

Malavika K V

It is a very useful course to understand the Bloomberg essential in a business environment. It has many essential methods to know about this Bloomberg.

Aiswarya p biju

It is very easy to understand and interesting one.

Ibrahim Shuaibu

The course is strightfoward and concise for anyone to understand.

Rahmad Effendi

As a beginner, this course absolutely helpful to establish the basic knowledge on bloomberg

yogeshvari Dhivdhonde

Good

Augustine Biju

Nice

Hector Jean-Paul Castillo Vidal

So clearly!

Arpita Maheshwari

Nicely explained various features of Bloomberg essential. Instructor was quite clear while delivering.

Rahul Mondkar

Fresher or who is new in market can go for this course

Ali Abbasov, MBA

this course cover very useful major points that is essential for using Bloomberg platform. highly recommended.

Gareth Kapito

Very informative, i would recommend anyone interested in trading the stock market to take this course!

jay achyutha

Overall satisfaction was good.

Simbarashe Pasipamire

The course is practical and gives a hands on approach. would recomend it to everyone

Oladeji Amodu

Good for beginners.

Derell van Ster

I thoroughly enjoyed this beginner course on the Bloomberg Essentials, it was very exciting and informative. It brings together business and economic understanding for all economic and management sciences learners! It's highly recommended.

Farah Sharif

By completing this course, I believe it was highly interesting as well as beneficial for me. The material is organized as well as structured in a very clear way for the audience. In my opinion, this course is very important for finance undergraduate and graduate students whom are curious to learn more about Bloomberg. In the end, I would like to thank CFI for giving us this opportunity of happy learning!

Arzu Mammadzada

I liked it

John Ngelula

nice and very practical

Qudus Ajibade Adeyemi

For the basic use and understanding of functions of Bloomberg, I believe the course is a perfect guide.

Shaneil Harrison

The information provided was clear and concise. Feeling accomplished.

Deepesh Kumar

It was a great experience to do this course on this great platform.

Visaj Bansal

This course helped in strengthening the various market concepts in the finance industry and in general.

Wong Keat Soon

This course relatively easy and understand by using the course presentation. With the excel function skills knowledge, it will be relatively easy to answer the exam.

Bhanu Shikha

The course has achieved what it intended. I found it very helpful and interactive.

Funmilayo Ashore

Amazing course

Rebecca Lombardi

as a beginner, it is very useful and clear in order to acquire the basic tools for such a useful and expanded platform. Moreover, information are many and very helpful but summarized in an optimal way so that the course does not last too much. very good!

Claudio Victor Benitez

excellent course with very useful and accurate information

Muhammad Ahzam

This free course gives a good insight into the actual Bloomberg terminal which would otherwise have been impossible without having an access to this premium software. This has been very help full for an aspiring trader.

Yessenia Susan Espinoza Mendoza

It is a great course!

Olumayowa Bolujoko

I took this course because I applied for an equity research role and one of the primary requirements is the understanding of the Bloomberg terminal. I know this course is a glance but I am glad that I would be able to converse seamlessly with my interviewers after taking the course.

Ayush Srivastava

Didn't know there was so much to the terminal. Had a great learning experience.

VENUGOPAL RAJAMANURI

Simple and easy to understand platform. Well presented.

Adrian Rivera Zevallos

Excellent quick and interactive course on Bloomberg. It gives a complete overview of the potential of this tool.

Shania Simon

This course was extremely useful for me . I didn't know about bloomberg and its uses . Thank You

Roxana Trujillo Martínez

I learned many functions for a finncial analysis: global, macro, in company, etc. I've learned find more information regrding a company's a management team, about componet used for a company's weighted averge of cost of capital, económics forecast, earnings estimate, etc. Thank you very much.

Basmah Bawazeer

so recommended!!! I love it

Shwetank Sinha

This course helped me to get the exposure of Bloomberg terminal and to know how i can use and what information are available on the terminal.

Frank Kangwa

A great course for anyone seeking a career in the financial services industry. It makes the whole process of financial analysis a lot easier and enjoyable than would be the case assuming that the data were to be accessed from different data-bases. I strongly recommend the course to anyone hungry enough for knowledge. It was a worthwhile learning experience. My rating of the course is five stars.

Nikhil Verma

A must have certificate for all Financial Analyst job seekers.

Avik Ghosh

The course was good it helped me grasp the basics of bloomberg easily and i also became familiar with the environment.

Krishal Prasad

This course was simple and easy to understand. Highly Recommended!

Kwong Sang Yeung

The course provides the comprehensive information of Bloomberg system with good demonstration for the basic operation of Bloomberg.

Valenton Wallace

Excellent introduction to assessing companies and related securities

Akshay Singh

I'm working in Bloomberg terminal from one year and as I experienced that this is the most information and accurate software that use for financial analysis.

Meriyam Bekrashvili

I really liked the course as it was not difficult and very informative

Adrián Corredor Pérez

It has been a pleasure to take this course as a first step towards the bloomberg terminal, the lecturer explained all the lessons clearly and concisely during the course and last but not least the content was relevant. It would have been nice if the course had a taste of basic bloomberg terminal keyboard functions which I think its necessary for further study of bloomberg terminal functionalities.

Prem Sinha

The course is fantastic and must take to everyone engaged in financial market.I learned a lot in basics of Bloomberg Essentials.The instructor is amazing i like the way he is teaching.

Robert Hernández Martínez

I took this course and it was very helpful for my finance class. Now I know where exactly to look for information. A function glossary will help. Thank you.

Hicham Boukharsa

The course is clear and effective for anyone who wants to intergate the finance world

Kashish Gupta

This is good course to have knowledge on corporate finance from Bloomberg.

Sharné Reeves

Great short course for those wanting to learn how to use the Bloomberg terminal and for those wanting to refresh their memory on some of the functions that Bloomberg has to offer.

Alan Thomson

An excellent overview of Bloomberg Essentials, covering all aspects well.

Lee Anselmo Blackman

This Bloomberg Essentials course gave the best on-hands training and also tested my knowledge base of accumulated education from all other CFI courses combined. It confirmed that CFI has carefully and professional scripted the perfect road map for candidates that are truly passionate about achieving a successful career as certified financial analyst in the financial industry.

DHARMESH JAYANTIBHAI MARU

AMAZING EXPERIENCE

lokesh gordey

the course has covered all the basic concepts very easyily.

Uma Rani Tanty

this is the most informative and valuable course i have done till date.

Bryan Gonzales

This course has tools required that allow me to learn of Bloomberg.

YASH AJMERA

A great basic course for learning Bloomberg terminal.

Shreenidhi Bharathi

The course was a short but concise one which gives you an insight on the various functions you can perform on the Bloomberg terminal.

Sushant Keshri

The course was very curative and intresting.

Sarah Al-Otaibi

I highly recommend this course if you want to learn the basics in Bloomberg. I'd for sure use all the information i've learned in this course in practical use.

amit singh

good expereince exploring bloomberg terminals for equity trading

Rohan Singh

Course was literally great.

Samiksha patil

Such a good course. Very informative

Aryan Kumar Shukla

It's Awesome

Javier Salazar Saico

learning bloomberg is one of my biggest dreams, as a finance student, the world of investments is great, and how you are structured the real-time financial markets make it unique, happiness for me

ERNEST MAWULI

The course "Bloomberg Essentials" is needed by student as it helps you to know the different types of functions that will help one to evaluate an individual company based on various financial metrics and analytical tools.

Bhoi Sarabjit Singh

The information and teaching was very helpful

Adil Kamal

good course for hand on and awareness

Manoj Balakrishna Naik

Too good

Badhan Mazumder

This is such an interactive course that has provided me necessary knowledge about Bloomberg terminal & the relevant functions that will make my analysis quite comfortable. I am delighted to go through this course.

Aayushi Sheth

Very detailed and informative course to help young professionals advance in their career journey. MUST TAKE to understand the basics before diving in to the advance course

Renzo Alvaro Roman Amaro

It's a useful course that show us an important tool that is Bloomberg in order to analyze and verify companies and markets with their changes at all times.

Hirdesh Varshney

Course is quite good for the beginner level and the overview of the terminal and provides a good amount of insights of Bloomberg terminal. Thanks for the learning.

Santosh Vyavhare

Good courses for the essential of capital markets

Jhon Campos Estrada

The course covers the main thing and immerses you on the world information that Bloomberg has. The methodology is clear and the information provided is accurate. Excellent course!

Enrique Albitres Vidal

I can only say that this course was better than I expected. I learned a lot and I will use these new skills in my college projects and, hopefully, in a future job. Everything was really clear.

Kelvin Kamande Karanja

Well explained

Kagiso Dieter Mahuma

Very Insightful On How Market Analysis Should Be Conducted. Short, Precise and Informative.

Rajvi Shah

This course has helped me to understand better how the Bloomberg terminal works and is clear and helpful!

anurag pandey

nice

Brendon Olyn

best course i would recommend to anyone who is starting on the trading career,more informative and its even goes more into deps about finacial records about different companies.

Crispen Mutizwa

This was a very exciting and course with very important technical details

Sandra Melissa Llanca Cotrina

The course is outstanding and the instructor was so clear in his explanations and all the materials were good too.

Imam Asalie

The course will open your eyes to the wonders of Bloomberg's economic calendar and it is the start for you to see how Bloomberg can be a treasure for any business.

Quentin Ducrocq

Quick programme, very clear and interesting.

Romaric Christian Tuwindpulongo Yougbaré

This course is really a best way to understand how Bloomberg is used and how information is the key ! Thank you !

Suhas Pothedar

It is a great entry point to get Data points for analysis.

Deepak Gupta

The course is effective as it helps you gain knowledge about how to use the short keys on the software as well as efficient as it is time conservative.

Omotola Otukoya

The course is the best for a financial enthusiast.

Rebecca Ikoli, ACA

it was a very enlightening course

Mansi Sharma

I have recieved what I was expecting from this certification.

Joshua Odebisi

I've been using Bloomberg for a couple of years now so I was pretty familiar with most of the functions covered in this course. However, the instructor was able to show me some hidden functions which I'd never come across and would be very useful for my work going forward. Clear videos with simple explanations, I was very happy with the course overall.

Shashank Kalra

Easy to understand and very well structured delivered in a crisp and clear manner

Bhakti Waghela

Thank you for this wonderful courses

Nisreen Hatoum

Such a very useful course that can help me going further step in my career

Vinayak Inamdar

very good intro to Bloomberg. Thank you CFI for this

Jorge Concha Mendez

Great course, great teachers, and the data is excellent! Highly recomended

Shakshi Sodhani

This course is definitely worth taking. Thank you CFI!

Lama Alabdalaal

I had learned some of the important functions to use in Bloomberg.

Iswarya M

good learning

David John

I think this will play a major role in my interest for business building

VISHAL JOSHI

Good start to know about Bloomberg Essentials.

Samita Mahapatra

It was an amazing experience...

Hussein kiggundu

Perfect course for beginners

Tejas Mulgund

The course gives an overview into the bloomberg world which is so vast and very useful.

Nathan Kimani

I enjoyed studying this course, It has made my comprehension of Bloomberg more enjoyable.

Venkata Sivakrishna Abburi

The course is precise and clear. The course focus on covering as much details as needed for finance professionals. I will recommend this course to professionals who are thinking to adopt Bloomberg terminal skills

Subhrajit Paul

The Bloomberg Essentials Course was very effective in giving a clear idea about the functions that are used to operate and analyse data of every company and doing in depth analysis on it.

Imtiaz Ahmed

This course was helpful as I expected. Learned a lot of terms on company overview, their process of work, statistics, shortcut way of command and etc. Hope that this course will also be helpful to those who will enroll in it.

Suim Kim

Great overall summary on Bloomberg lib.

Luis Alberto Vera Janampa

This course teaches the essential functions of the Bloomberg Terminal. Important functions related to economics, company overviews, company analysis, research, estimates, comparative analysis, and graphing will be covered. Also you know interesting functions.

Saloni Sahu

Helpful in increasing my knowledge on international basis.

Shailja Singh

it was really informative and helpful course.

Mayurika Bhar

Its a decent and comprehensive course.

Kanika Ghai

It proves to be a very good course to gather knowledge about the working of Bloomberg.

Pardeep Kumar

It is good to start learning about Bloomberg database.

Esther Macharia

The course was very easy to understand. It was detailed and to the point.

Gabriel Lubiato

The course was very engaging, and the explanations were excellent!

Vidhi Shah

I'm completely satisfied with the course and the instructor's instructions are completely clear and understandable. Learnt new terms and new about Bloomberg.Thank You so much!

Daniel N. Anowu

I find the course really helpful. I learnt a lot from the course especially how to adjust time frames and exporting to make personal Analysis. 👍👍

Kishore Srinivasan

Great Introduction.

Anselm Chukwuemeke Eboka

The tutor did a good job. I am looking forward to using this knowledge as i start my career Journey.

Ahmed Alshlash

At the beginning I thought the course would be hard and complicated, but I found out that the videos explanations were fun, easy, full of information and beneficial for my Job; in addition to that this kind of certificates would build and raise my CV as I work in the same field. I got a nice grade with 100%, and that extremely motivated me to get the other finance courses. Thank you CFI for making finance fun. Sincerely, Ahmed

Thato Mngomezulu

Great course, delivered in a well-structured way and gave a great foundation to the Bloomberg platform and how to navigate it effectively

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Capital Markets & Securities Analyst (CMSA)® Program

The Capital Markets & Securities Analyst (CMSA)® program will teach you the many asset classes, trading strategies, and procedures used in the capital markets. It is ideal for any student who wants to work in capital markets, whether on the buy-side or the sell-side. This program will give you the experience to make investment decisions and utilize appropriate trading strategies for different scenarios.

Enroll for free

Upgrade

From $847.00

Full Immersion Capital Markets & Securities Analyst (CMSA)®

Buy Now

From $497.00

Self-Study Capital Markets & Securities Analyst (CMSA)®

Buy Now